General Partner, Inc.

PITTSBURGH, PA · CIK 1800508 · 13F filing filed 2026-07-06

SEC-registered investment adviser since 2019 · corporation

Assets managed$318.4m
Staff1 · 1 in investment roles
Main clients (by assets)Charities 98%, Individuals 2%
Websitegeneralpartnerinc.com
Form ADV · 2026-01-20SEC adviser record

Kindinstitutions
Others nearbyPittsburgh, PA

$185.9m reported value +13.2% vs Q1 2026

167positions

46.9%in top 10

5 new 2 added 12 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	33	$24.7m13.29%	13.29%	Unchanged
2	APPLE INC COM AAPL	AAPL	47,055	$13.6m7.33%	7.33%	Reduced -10.3k	-10,350 -18.0%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	29,779	$10.5m5.66%	5.66%	Reduced -2.8k	-2,750 -8.4%
4	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	35,936	$8.7m4.70%	4.70%	Unchanged
5	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	138,647	$7.0m3.77%	3.77%	Added +134.7k	+134,667 3383.6%
6	MICROSOFT CORP COM MSFT	MSFT	18,351	$6.8m3.68%	3.68%	Reduced -500	-500 -2.6%
7	VANGUARD INDEX FDS SMALL CP ETF VB	VB	13,534	$4.1m2.21%	2.21%	Unchanged
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	55,579	$4.0m2.13%	2.13%	Unchanged
9	MASTERCARD INCORPORATED CL A MA	MA	7,653	$3.9m2.11%	2.11%	Reduced -250	-250 -3.2%
10	ISHARES TR CORE S&P MCP ETF IJH	IJH	48,296	$3.7m2.00%	2.00%	Unchanged
11	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,852	$3.4m1.84%	1.84%	Reduced -505	-505 -6.9%
12	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	45,848	$3.4m1.81%	1.81%	New
13	ISHARES TR RUS 1000 GRW ETF IWF	IWF	26,784	$3.3m1.79%	1.79%	Unchanged
14	AMAZON COM INC COM AMZN	AMZN	13,735	$3.3m1.76%	1.76%	Reduced -350	-350 -2.5%
15	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,472	$3.1m1.66%	1.66%	Unchanged
16	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,088	$3.1m1.64%	1.64%	Unchanged
17	NVIDIA CORPORATION COM NVDA	NVDA	14,871	$3.0m1.60%	1.60%	Unchanged
18	HOME DEPOT INC COM HD	HD	8,362	$2.9m1.59%	1.59%	Unchanged
19	ISHARES TR CORE S&P US VLU IUSV	IUSV	25,634	$2.8m1.52%	1.52%	Unchanged
20	JOHNSON & JOHNSON COM JNJ	JNJ	10,818	$2.7m1.48%	1.48%	Unchanged
21	NEXTERA ENERGY INC COM NEE	NEE	29,098	$2.6m1.37%	1.37%	Unchanged
22	BROADCOM INC COM AVGO	AVGO	6,630	$2.5m1.35%	1.35%	Unchanged
23	JPMORGAN CHASE & CO COM JPM	JPM	7,422	$2.4m1.31%	1.31%	Unchanged
24	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	36,998	$2.2m1.19%	1.19%	Unchanged
25	WALMART INC COM WMT	WMT	19,330	$2.2m1.18%	1.18%	Reduced -600	-600 -3.0%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,945	$2.1m1.14%	1.14%	Reduced -1.5k	-1,500 -20.1%
27	ISHARES TR CORE S&P SCP ETF IJR	IJR	14,115	$2.1m1.13%	1.13%	Unchanged
28	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	5,700	$2.0m1.05%	1.05%	Unchanged
29	UNION PAC CORP COM UNP	UNP	6,957	$1.9m1.02%	1.02%	Unchanged
30	META PLATFORMS INC CL A META	META	3,108	$1.8m0.94%	0.94%	Reduced -100	-100 -3.1%
31	EXXON MOBIL CORP COM XOM	XOM	12,578	$1.7m0.93%	0.93%	Unchanged
32	INTEL CORP COM INTC	INTC	11,616	$1.6m0.87%	0.87%	Unchanged
33	VISA INC COM CL A V	V	4,634	$1.6m0.86%	0.86%	Unchanged
34	GOLUB CAP BDC INC COM GBDC	GBDC	123,041	$1.6m0.85%	0.85%	Unchanged
35	COSTCO WHSL CORP NEW COM COST	COST	1,592	$1.5m0.80%	0.80%	Reduced -100	-100 -5.9%
36	MOODYS CORP COM MCO	MCO	2,845	$1.3m0.69%	0.69%	Reduced -250	-250 -8.1%
37	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,176	$1.3m0.68%	0.68%	Unchanged
38	TJX COS INC NEW COM TJX	TJX	8,094	$1.2m0.66%	0.66%	Unchanged
39	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	12,632	$1.2m0.66%	0.66%	Unchanged
40	FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF FLJP	FLJP	30,295	$1.2m0.65%	0.65%	Unchanged
41	MERCK & CO INC COM MRK	MRK	8,686	$1.1m0.60%	0.60%	Unchanged
42	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,906	$1.1m0.60%	0.60%	Unchanged
43	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,484	$1.0m0.56%	0.56%	Unchanged
44	PHILIP MORRIS INTL INC COM PM	PM	5,768	$1.0m0.56%	0.56%	Unchanged
45	PROCTER AND GAMBLE CO COM PG	PG	6,377	$935.1k0.50%	0.50%	Unchanged
46	FASTENAL CO COM FAST	FAST	19,378	$930.7k0.50%	0.50%	Unchanged
47	MCDONALDS CORP COM MCD	MCD	3,389	$916.1k0.49%	0.49%	Unchanged
48	BANK AMERICA CORP COM BAC	BAC	15,616	$889.8k0.48%	0.48%	Unchanged
49	RTX CORPORATION COM RTX	RTX	4,405	$835.8k0.45%	0.45%	Unchanged
50	GOLDMAN SACHS GROUP INC COM GS	GS	813	$822.2k0.44%	0.44%	Unchanged
51	CATERPILLAR INC COM CAT	CAT	752	$800.8k0.43%	0.43%	Unchanged
52	CHEVRON CORP NEW COM CVX	CVX	4,610	$764.2k0.41%	0.41%	Unchanged
53	PEPSICO INC COM PEP	PEP	5,568	$753.9k0.41%	0.41%	Unchanged
54	APPLIED MATLS INC COM AMAT	AMAT	1,020	$737.5k0.40%	0.40%	Unchanged
55	ELI LILLY & CO COM LLY	LLY	585	$701.7k0.38%	0.38%	Unchanged
56	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,565	$678.2k0.36%	0.36%	Reduced -100	-100 -6.0%
57	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	26,000	$609.4k0.33%	0.33%	New
58	UNITEDHEALTH GROUP INC COM UNH	UNH	1,396	$580.2k0.31%	0.31%	Unchanged
59	ABBOTT LABS COM ABT	ABT	6,305	$572.1k0.31%	0.31%	Unchanged
60	LINDE PLC SHS LIN	LIN	998	$517.9k0.28%	0.28%	Unchanged
61	UBER TECHNOLOGIES INC COM UBER	UBER	7,132	$514.6k0.28%	0.28%	Unchanged
62	ABBVIE INC COM ABBV	ABBV	2,044	$514.4k0.28%	0.28%	Unchanged
63	AIR PRODS & CHEMS INC COM APD	APD	1,668	$489.0k0.26%	0.26%	Unchanged
64	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	245	$487.4k0.26%	0.26%	Unchanged
65	MEDTRONIC PLC SHS MDT	MDT	6,199	$484.9k0.26%	0.26%	Unchanged
66	CARRIER GLOBAL CORPORATION COM CARR	CARR	6,583	$482.9k0.26%	0.26%	Unchanged
67	EA SERIES TRUST CAMBRIA GLOBAL GEW	GEW	8,555	$467.9k0.25%	0.25%	Unchanged
68	QUALCOMM INC COM QCOM	QCOM	2,450	$452.7k0.24%	0.24%	Unchanged
69	LOCKHEED MARTIN CORP COM LMT	LMT	816	$415.7k0.22%	0.22%	Unchanged
70	TEXAS INSTRS INC COM TXN	TXN	1,387	$413.4k0.22%	0.22%	Unchanged
71	STARBUCKS CORP COM SBUX	SBUX	4,018	$410.6k0.22%	0.22%	Unchanged
72	AMERICAN TOWER CORP NEW COM AMT	AMT	2,391	$391.1k0.21%	0.21%	Unchanged
73	COCA COLA CO COM KO	KO	4,785	$388.9k0.21%	0.21%	Unchanged
74	TARGA RES CORP COM TRGP	TRGP	1,350	$362.0k0.19%	0.19%	Unchanged
75	ORACLE CORP COM ORCL	ORCL	2,190	$320.9k0.17%	0.17%	Unchanged
76	WILLIAMS COS INC COM WMB	WMB	4,264	$317.0k0.17%	0.17%	Unchanged
77	MONDELEZ INTL INC CL A MDLZ	MDLZ	5,216	$301.7k0.16%	0.16%	Unchanged
78	AMERICAN EXPRESS CO COM AXP	AXP	886	$299.7k0.16%	0.16%	Unchanged
79	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	400	$274.7k0.15%	0.15%	Unchanged
80	LOWES COS INC COM LOW	LOW	1,233	$271.9k0.15%	0.15%	Unchanged
81	EQT CORP COM EQT	EQT	4,974	$264.5k0.14%	0.14%	Unchanged
82	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	4,808	$243.2k0.13%	0.13%	Unchanged
83	MICRON TECHNOLOGY INC COM MU	MU	202	$233.2k0.13%	0.13%	Unchanged
84	MONSTER BEVERAGE CORP NEW COM MNST	MNST	2,420	$232.6k0.13%	0.13%	Unchanged
85	BLACKROCK INC COM BLK	BLK	237	$227.9k0.12%	0.12%	Unchanged
86	CONOCOPHILLIPS COM COP	COP	2,182	$226.8k0.12%	0.12%	Unchanged
87	SPDR GOLD TR GOLD SHS GLD	GLD	600	$221.0k0.12%	0.12%	Unchanged
88	MORGAN STANLEY COM NEW MS	MS	1,057	$221.0k0.12%	0.12%	Unchanged
89	PHILLIPS 66 COM PSX	PSX	1,303	$220.3k0.12%	0.12%	Unchanged
90	OTIS WORLDWIDE CORP COM OTIS	OTIS	3,029	$216.9k0.12%	0.12%	Unchanged
91	NIKE INC CL B NKE	NKE	5,181	$212.7k0.11%	0.11%	Unchanged
92	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	859	$192.4k0.10%	0.10%	Unchanged
93	TARGET CORP COM TGT	TGT	1,382	$180.5k0.10%	0.10%	Unchanged
94	S&P GLOBAL INC COM SPGI	SPGI	443	$180.4k0.10%	0.10%	Unchanged
95	MCKESSON CORP COM MCK	MCK	234	$176.8k0.10%	0.10%	Unchanged
96	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	2,700	$157.1k0.08%	0.08%	Unchanged
97	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	1,550	$156.0k0.08%	0.08%	Added +150	+150 10.7%
98	ADOBE INC COM ADBE	ADBE	728	$149.3k0.08%	0.08%	Unchanged
99	CHUBB LIMITED COM CB	CB	425	$144.8k0.08%	0.08%	Unchanged
100	SEMPRA COM SRE	SRE	1,450	$134.4k0.07%	0.07%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,462	$660.9k1.5k shares
AT&T INC T	T	200	$5.8k200 shares
HOLOGIC INC HOLX	HOLX	45	$3.4k45 shares